Informing our clients and consumers about longevity and enabling them to make sound financial decisions that improve their lives

Informing our clients and consumers about longevity and enabling them to make sound financial decisions that improve their lives

Meet Valkyrie

As a life insurance carrier or investor, you help Americans and their families secure their future through life policies and settlements. As expert underwriters, we leverage our experience to inform individual consumers, life insurance, and life settlement clients about medically-based health risks that impact individualsโ€™ day-to-day health journeys.

For us, it’s personal. Back in 2008, our founder found herself figuring out how to help a family member who couldn’t afford much needed long-term care. Getting funds from a life settlement would have been a godsend, but there was no life insurance policy to use. Coming face-to-face with a situation we try to help prevent only reaffirmed our passion and belief in what we do.

Over the past thirty years, we have evaluated, developed underwriting risk assessments for, and audited nearly one million insurance risks. As a woman-owned/minority-owned brand, we are proud of what we’ve achieved over the last 3 decades. Our team of underwriting professionals has an average of twenty years of experience in assessing medical impairments and associated risks in the life settlement and life insurance industries – from mortality, morbidity, and longevity underwriting expertise – to digital-electronic health data insight.

Meet our founder and chief underwriter, Traci Davis

Certified FALU, FLMI, ACS

An expert underwriter with 30 years of experience under her belt, Traci is recognized as an industry leader in life insurance and settlement underwriting. She is the past president of the Association of Home Office Underwriting – AHOU – the largest underwriting association globally and runs a number of expert underwriter and women’s leadership discussion groups.

Aside from serving as a chief underwriter at Valkyrie, Traci develops underwriter training materials and manages Academy of Life Underwriting work-study groups.

You can reach Traci directly at TraciD@Valkyrie303.com

 

Our philosophy

Life underwriting specialists

Be a good human

People first. Profit second.

We value our team, clients, and industry colleagues. We passionately serve staff and customers and work hard to better their lives.

Life underwriting specialists

Keep learning

A passion for learning is in our blood. We are continually evolving and developing our skillsets as insurance professionals, technology users and digital data [users/analysts] in order to serve our clients with the highest level of expertise and professionalism.

Share the wealth (of knowledge)

Sharing our experience, insights, and capabilities to help others achieve the level of success and outcomes they desire is our utopia.

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